For the complete documentation index, see llms.txt. This page is also available as Markdown.

Subscribing to the Sage CRM Connector

The first step is to subscribe to the Sage CRM connector in Bportaly.

Step 1: Log in to Bportaly

Open the Bportaly portal using the following URL: https://staging.bportaly.com:8091/

Log in using your Bportaly credentials.

Step 2: Navigate to GUMU™ Co-Pilot

After logging in:

  1. Navigate to GUMU™ Co-Pilot.

  2. Select All.

  3. Locate the Sage CRM connector.

  4. Click Subscribe.

Reference:

Step 3: Verify the Subscription

After clicking Subscribe, verify that the Sage CRM connector is successfully subscribed.

Once the subscription is completed, proceed with the Sage CRM configuration.

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